See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $45,778 |
PROSPERA FINANCIAL SERVICES2 years Filed as: PROSPERA FIN SERVICES Service code 16 · EIN 75-1832551 | Consulting | $39,917 |
Filed as: MESIROW FIDUCIARY SERVICES Service code 26 · EIN 36-2933608 | Advisory (Participants) | $7,701 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,171 | $37,393+194.6% | $77,024+43.0% | $66,914+64.6% |
| Participation rate | 49.5% | 52.9%-3.3pp | 67.9%-18.4pp | 69.8%-20.3pp |
| Annual return | -14.27% | -3.29%-11.0pp | 42.32%-56.6pp | 1.58%-15.9pp |
| Employer contribution / active EE | $1,469 | $1,531-4.0% | $2,812-47.8% | $2,544-42.3% |
| Participant deferral / active EE | $4,217 | $2,617+61.1% | $4,426-4.7% | $4,237-0.5% |
| Admin fee / account holder | $58 | $567-89.8% | $5,425-98.9% | $593-90.2% |